How to Ensure a Lasting Legacy for Your Family-Owned Business
Learn about the Family Love Letter, a planning tool for family-owned businesses that bridges understanding and informational gaps from one generation to the next.
Estate Planning Webinar – The Family Love Letter
Estate planning is not only an integral part of our financial lives, it includes the legacy we wish to leave behind. Family business owners are uniquely positioned to pass down business, financial, and personal success through multiple generations, but many have little to no succession strategy in place.
Not-for-Profit Investment Policy Statements: Little Changes, Big Impact
Sometimes, a not-for-profit's investment performance isn’t what it should be. Looking at the Investment Policy Statement and identifying corrections can help to improve fund performance and help to ensure investment returns meet their objectives.
Financial Terminology 101: Ten Terms Every Investor Should Know (Plus One Bonus Term)
There is an abundance of financial terms that get thrown around in news, market reports, and even conversations with advisors. This article sums up 10 common investment and financial terms that every investor should know.
Charitable Planning and Tax Strategies for 2022
Watch this webinar recording on Charitable Planning and Tax Strategies and learn how donors can maximize their impact while minimizing their tax burden.
Not-for-Profit Investment Policy Statements: Benchmarking Best Practices
Investment Policy Statements dictate how a nonprofit’s investment program operates. Learning how to benchmark and measure success, and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.